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Products & Services

At Scafa Financial Services, LLC, we provide assistance in the following areas:

Investments *

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Mutual Funds
  • Traditional IRA
  • Treasury Securities
  • Variable Annuities

Financial Services

  • Retirement Planning*
  • Tax Planning
  • Legacy Planning
  • 401(k) Planning*
  • 403(b) Planning*
  • College Planning*
  • Estate Planning
  • Money Management*
  • Mortgage Services
  • Profit Sharing Planning*

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

* Services offered by David Scafa and Elizabeth Scafa through their affiliation with HD Vest Investment Servicesâ„